Kathleen S. Wright Associates Inc. Schwab Fundamental U S Large C Transaction History
Kathleen S. Wright Associates Inc.
- $246 Million
- Q3 2024
A detailed history of Kathleen S. Wright Associates Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 274 shares of FNDX stock, worth $6,507. This represents 0.01% of its overall portfolio holdings.
Number of Shares
274Holding current value
$6,507% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
597Shares Held
193MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.1 Billion1.82% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$110 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$75.9 Million5.31% of portfolio
-
Mc Adam, LLC2.92MShares$69.3 Million11.84% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.33MShares$55.4 Million0.04% of portfolio